Clark S. Bellin, CIMA®, CPWA®, CEPA
President & Financial Advisor
Clark serves his clients’ business and personal financial goals with specialized Experience in Building Portfolios, Tax-effective investments, retirement planning, estate planning and business exit planning strategy.
Clark holds the Certified Investment Management Analyst (CIMA®) designation, administered by the Investment Management Consultant Association and taught in conjunction with the Wharton School of Business. He undergoes rigorous ongoing education for re-certification every two years. He also is a Certified Investment Management Consultant (CIMC) with training provided by George Washington University, and a Certified Private Wealth Advisor (CPWA®) taught in conjunction with the University of Chicago Booth School of Business. The CPWA designation is one of the premier credentials for professionals who work with high net worth clients.
The Exit Planning Institute (EPI) has also certified Clark Bellin with the designation Certified Exit planning Advisor (CEPA) Clark has completed the Institute’s intensive CEPA five-day executive style MBA program at the University of Chicago Booth School of Business. He is one of an elite group of business advisors to receive this designation. The CEPA program is the most widely accepted and endorsed program of its kind in the world.
Clark’s insight is regularly requested for both print and broadcast media throughout Nebraska and the nation. He has appeared in National publications while also serving as the local financial spokesperson for the ABC affiliate in Omaha.
He has been honored in Omaha’s 40 Under 40. He serves on the Executive Committee for the Lincoln Children’s Zoo, Lincoln Children’s Zoo Foundation, Executive Committee for the Capital Humane Society of Lincoln, Nebraska Wesleyan University Alumni Executive Council, and past Board Chairman of the Community Services Fund of Nebraska.
Clark Graduated from Nebraska Wesleyan University with a BS in Business.